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Nonprofit · EIN 25-6818502

JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION

Also known as BRANDT JOANNE I ET AL TTEE

Tax-exempt · NEW YORK, NY 10017

Financials

$406K$577K2023$1.1M$524K2024$609K$635K2025
Revenue Expenses · by fiscal year end
Financials of JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$608,587$635,314-$26,727$7,058,100$0$7,058,100
December 31, 2024990-PF$1,077,497$523,743$553,754$7,084,827$0$7,084,827
December 31, 2023990-PF$405,836$577,385-$171,549$6,531,073$0$6,531,073
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$172,659
Interest
$45,016
Net gain from sales of assets
$390,912

Expenses

Grants and similar amounts paid
$550,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$550,000
Excise tax on investment income
$7,631

Balance sheet and other

Total assets, start of year
$7,084,827
Total assets, end of year
$7,058,100
Total liabilities, end of year
$0
Net assets, end of year
$7,058,100
Fair market value of assets
$12,164,400
Qualifying distributions
$550,000
Net investment income
$608,587

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM R BRANDT
5150 N CAMELHEAD ROAD, PHOENIX, AZ 850181712
TRUSTEE1$0
WILLIAM T BRANDT
290 CALLE ESPERANZA, SANTA BARBARA, CA 93105
TRUSTEE1$0
PETER B BRANDT
150 EAST 69TH STREET APT 17E, NEW YORK, NY 10021
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM R BRANDT
5150 N CAMELHEAD ROAD, PHOENIX, AZ 850181712
TRUSTEE1$0
WILLIAM T BRANDT
290 CALLE ESPERANZA, SANTA BARBARA, CA 93105
TRUSTEE1$0
PETER B BRANDT
150 EAST 69TH STREET APT 17E, NEW YORK, NY 10021
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WILLIAM R BRANDT
5150 N CAMELHEAD ROAD, PHOENIX, AZ 850181712
TRUSTEE1$0
WILLIAM T BRANDT
290 CALLE ESPERANZA, SANTA BARBARA, CA 93105
TRUSTEE1$0
PETER B BRANDT
7 EAST 74TH STREET, NEW YORK, NY 10021
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1 DAG HAMMARSKJOLD PLZ FL 42, NEW YORK, NY 10017-2234
In care of
% ANDREW P SEGAL CPA
Signed the 990-PF
WILLIAM R BRANDT, TRUSTEE
Phone
(212) 262-7670
Return prepared by
ANDREW P SEGAL CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6818502
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,058,100
Income (IRS master file)
$2,266,187

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$608,587$635,314$7,058,100IRS
990-PFDecember 2024$1,077,497$523,743$7,084,827IRS
990-PFDecember 2023$405,836$577,385$6,531,073XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6818502).

Questions about JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION

What is the EIN of JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION?
The employer identification number (EIN) of JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION is 25-6818502.
Is JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JANE A LEHMAN AND ALAN G LEHMAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $608,587, expenses of $635,314 and total assets of $7,058,100 at year end.

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